Cocktail Investing Podcast

Cocktail Investing Ep. 17: Trump Tax Plan, 1Q17 Earnings Gauntlet, Pepsi vs. Coke
27 Apr

Cocktail Investing Ep. 17: Trump Tax Plan, 1Q17 Earnings Gauntlet, Pepsi vs. Coke

In this week’s episode of the Cocktail Investing Podcast, Tematica’s resident mixologists, Lenore Hawkins and Chris Versace, once again dig through all the earnings noise, economic data and latest policy plans spinning out of Washington to distill it down into clear investing signals. As usual, there is a helpful amount of fun and good humor along the way as they discuss new confirming signs the economy slowed in 1Q 2017 and is starting the current quarter off on rather soft footing.

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Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question
23 Mar

Cocktail Investing Ep 10 – The market gets the jitters as the “Perfection Expectation” trade comes into question

Your resident mixologists, Chris Versace and Lenore Hawkins, break down the latest moves in the markets and what they see going on beneath the headlines on this episode of Cocktail Investing — from FedEx’s insight into the economy, to what we are seeing in consumer credit card debt, to what used car sales tell us about the state of households.

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Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals
18 Mar

Cocktail Investing Ep 9 – So Janet Yellen & the Fed are Data Dependent You Say?…Is the Stock Market Listening to the Hard Data?…Amazon’s Next Target – Liquor Stores and more Thematic Signals

It was quite a week that started off with winter storm Stella, a Fed interest rate increase and finished up with St. Patrick’s Day. Your resident mixologists, Chris Versace and Lenore Hawkins, were busy sharing their thoughts on all of that as well as the February Retail Sales report this week and break it all down for you on this episode of Cocktail Investing.

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Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes
14 Mar

Cocktail Investing Ep. 8  – Getting buttered up with Steve Fredette of Toast, a restaurant technology company at the intersection of the Connected Society and Asset-lite investment themes

Chris Versace and Lenore Hawkins talk with Steve about what it takes to build “a 100-year company” focused on food that helps restaurants improve their operations while providing an enhanced customer experience.

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Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?
10 Mar

Cocktail Investing Ep. 7  – Crude Tumbles, Jobs, Inflation and the Fed as More People Stop Fighting Obesity? Say What?

In this week’s program, Tematica’s cocktail mixologists, Chris Versace and Lenore Hawkins not only recap, but also scrutinize the rash of conflicting economic data that has put a pause in the stock market’s move higher. Some data points to an improving economy, while others have led the Atlanta Fed to dramatically cut its GDP forecast for the current quarter.

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